| Anchor Investment Management, LLC | 0 | $11 | 0.00% | 0 | New |
| Atlantic Union Bankshares Corp | 0 | $23 | 0.00% | 0 | Unchanged |
| Winnow Wealth LLC | 1 | $76 | 0.00% | +1 | New |
| Retirement Wealth Solutions LLC | 2 | $152 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 4 | $302 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $318 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $378 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $379 | 0.00% | −1−16.7% | Reduced |
| Seneschal Advisors, LLC | 5 | $379 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 5 | $416 | 0.00% | +3+150.0% | Added |
| Avalon Trust Co | 6 | $454 | 0.00% | +6 | New |
| Ancora Advisors, LLC | 7 | $518 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7 | $529 | 0.00% | −1,012−99.3% | Reduced |
| Principia Wealth Advisory, LLC | 7 | $529 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 7 | $529 | 0.00% | +7 | New |
| JPL Wealth Management, LLC | 8 | $576 | 0.00% | +8 | New |
| Tortoise Investment Management, LLC | 8 | $605 | 0.00% | −7−46.7% | Reduced |
| Core Alternative Capital | 8 | $605 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $681 | 0.00% | 00.0% | Unchanged |
| Bridge Generations Wealth Management LLC | 9 | $681 | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 10 | $756 | 0.00% | +2+25.0% | Added |
| Hurley Capital, LLC | 10 | $756 | 0.00% | +10 | New |
| Binnacle Investments Inc | 11 | $832 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 11 | $832 | 0.00% | +11 | New |
| Valued Wealth Advisors LLC | 11 | $878 | 0.00% | −24−68.6% | Reduced |
| Trifecta Capital Advisors, LLC | 12 | $908 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 13 | $983 | 0.00% | −2−13.3% | Reduced |
| Picton Mahoney Asset Management | 12 | $1.00K | 0.00% | −2,074−99.4% | Reduced |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $1.00K | 0.00% | +7+100.0% | Added |
| Rakuten Securities, Inc. | 14 | $1.06K | 0.00% | −946−98.5% | Reduced |
| Texas Capital Bancshares Inc | 15 | $1.13K | 0.00% | +15 | New |
| Financial Consulate, Inc | 17 | $1.29K | 0.00% | +17 | New |
| Bay Harbor Wealth Management, LLC | 18 | $1.36K | 0.00% | +9+100.0% | Added |
| Richard W. Paul & Associates, LLC | 21 | $1.59K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 22 | $1.66K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 22 | $1.66K | 0.00% | +5+29.4% | Added |
| ORG Partners LLC | 23 | $1.74K | 0.00% | +6+35.3% | Added |
| Park Place Capital Corp | 23 | $1.74K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 25 | $1.89K | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 27 | $2.04K | 0.00% | +27 | New |
| ZRC Wealth Management, LLC | 27 | $2.04K | 0.00% | +27 | New |
| Murphy & Mullick Capital Management Corp | 25 | $2.08K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 29 | $2.24K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 30 | $2.27K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 30 | $2.27K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 30 | $2.30K | 0.00% | +8+36.4% | Added |
| Colonial Trust Co | 31 | $2.34K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 31 | $2.35K | 0.00% | −23−42.6% | Reduced |
| Darwin Advisors, LLC | 32 | $2.42K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 34 | $2.57K | 0.00% | +3+9.7% | Added |
| Hoey Investments, Inc | 34 | $2.57K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 34 | $2.57K | 0.00% | +9+36.0% | Added |
| Raffa Wealth Management, LLC | 35 | $2.65K | 0.00% | +8+29.6% | Added |
| Atlantic Trust, LLC | 37 | $2.80K | 0.00% | −35−48.6% | Reduced |
| Guerra Advisors Inc | 37 | $2.80K | 0.00% | +37 | New |
| Montag A & Associates Inc | 37 | $2.83K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 38 | $2.87K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 44 | $3.00K | 0.00% | +44 | New |
| Howard Hughes Medical Institute | 42 | $3.18K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 44 | $3.33K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 47 | $3.55K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 50 | $3.78K | 0.00% | −68−57.6% | Reduced |
| NBC Securities, Inc. | 50 | $3.78K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 52 | $3.93K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 58 | $4.39K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 59 | $4.49K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 60 | $4.54K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 67 | $5.07K | 0.00% | +48+252.6% | Added |
| Abound Wealth Management | 70 | $5.31K | 0.00% | −8−10.3% | Reduced |
| Bruce G. Allen Investments, LLC | 75 | $5.67K | 0.00% | +10+15.4% | Added |
| Curat Global, LLC | 77 | $5.82K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 78 | $6.03K | 0.00% | +13+20.0% | Added |
| Financial Management Professionals, Inc. | 79 | $6.06K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 83 | $6.28K | 0.00% | −19−18.6% | Reduced |
| Boreal Capital Management LLC | 84 | $6.43K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 86 | $6.50K | 0.01% | −10−10.4% | Reduced |
| JFS Wealth Advisors, LLC | 86 | $6.50K | 0.00% | −33−27.7% | Reduced |
| Ritter Daniher Financial Advisory LLC | 87 | $6.58K | 0.00% | +87 | New |
| Fortitude Family Office, LLC | 89 | $6.73K | 0.00% | −4−4.3% | Reduced |
| Sound Income Strategies, LLC | 90 | $6.77K | 0.00% | +90 | New |
| Hantz Financial Services, Inc. | 96 | $7.00K | 0.00% | −50−34.2% | Reduced |
| Legacy Wealth Managment, LLC | 97 | $7.34K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 100 | $7.56K | 0.00% | −2,615−96.3% | Reduced |
| Twin Lakes Capital Management, LLC | 100 | $7.56K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 100 | $7.57K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 103 | $7.79K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 107 | $8.09K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 106 | $8.12K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 110 | $8.32K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 112 | $8.45K | 0.00% | +2+1.8% | Added |
| Strengthening Families & Communities, LLC | 114 | $8.63K | 0.00% | +114 | New |
| Strategic Advocates LLC | 117 | $8.85K | 0.00% | +117 | New |
| GW&K Investment Management, LLC | 123 | $9.00K | 0.00% | +7+6.0% | Added |
| Capital Analysts, LLC | 114 | $9.00K | 0.00% | −6−5.0% | Reduced |
| CVA Family Office, LLC | 120 | $9.07K | 0.00% | −33−21.6% | Reduced |
| Private Wealth Asset Management, LLC | 121 | $9.15K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 125 | $9.19K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 130 | $9.83K | 0.01% | −1−0.8% | Reduced |